Account Settings

Troubleshoot and manage your account settings and preferences. Learn how to update your profile, change passwords, configure notifications, and customize your account.

5 minutes
Beginner

Account Settings

Learn how to troubleshoot and manage your account settings, preferences, and profile information.

Overview

Account settings include:

  • Profile information
  • Notification preferences
  • Security settings
  • Application preferences

Accessing Settings

Finding Settings

  1. Click your profile/avatar
  2. Select "Settings" or "Account"
  3. Or go to Settings in sidebar
  4. Navigate to "Account" tab

Settings Sections

Account settings organized into:

  • Profile - Personal information
  • Notifications - Alert preferences
  • Security - Password, 2FA
  • Preferences - App settings

Profile Settings

Updating Profile

Update your information:

  • Name
  • Email address
  • Phone number
  • Profile picture
  • Other details

Profile Picture

  • Upload image
  • Crop and adjust
  • Update anytime
  • Visible to team

Notification Settings

Email Notifications

Configure email alerts:

  • Task reminders
  • Lead updates
  • Team notifications
  • Daily/weekly summaries

In-App Notifications

Set app notifications:

  • Desktop alerts
  • Browser notifications
  • Sound preferences
  • Notification types

Security Settings

Password Management

  • Change password
  • Set strong password
  • Password requirements
  • Security best practices

Two-Factor Authentication

  • Enable 2FA
  • Use authenticator app
  • Backup codes
  • Enhanced security

Preferences

Application Settings

  • Theme (light/dark)
  • Language
  • Date format
  • Time zone
  • Display preferences

Default Settings

  • Default views
  • Startup preferences
  • Auto-save settings
  • Default behaviors

Troubleshooting

Can't Update Profile

  • Check permissions
  • Verify fields valid
  • Refresh page
  • Try again
  • Contact support

Notifications Not Working

  • Check notification settings
  • Verify email address
  • Check spam folder
  • Review preferences
  • Enable notifications

Password Issues

  • Use password reset
  • Check requirements
  • Try different browser
  • Clear cache
  • Contact support

Settings Not Saving

  • Check internet connection
  • Refresh page
  • Try different browser
  • Clear cache
  • Contact support

Best Practices

1. Keep Updated

  • Keep profile current
  • Update information
  • Accurate details
  • Current contact info

2. Secure Account

  • Strong password
  • Enable 2FA
  • Regular security review
  • Protect account

3. Configure Notifications

  • Set preferences
  • Don't over-notify
  • Important alerts only
  • Balance information

Related Guides

Next: Learn about performance tips →

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